Tom McKee
Edward Jones
Lansdale, Pennsylvania
Contact
How to contact
Email: thomas.mckee@edwardjones.com Phone: 215-855-5743
Professional Profile
Call Me When
You have a business owner who is exiting and needs help identifying and closing their wealth gap in a tax advantaged way.
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Cash flow enhancements
Debt
Employee benefits
ESOPs
Estate planning
Fiduciary
Finance
Investments
Exit/Transition Planning
Professional Certification
CFP®, CEPA®, AAMS™
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Philadelphia Emerging Professional
Member since
Member for 2 years
Why I'm a Member of XPX
To build relationships with people who can help my clients with exit strategy.
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